For more than two decades, Joel Bruckenstein has worked at the forefront of technology for wealth management and financial advisors. Having this front row seat has allowed him to observe numerous fintech advances and how the constant stream of innovations have streamlined and enhanced the way advisors, professionals and staff serve their clients.
To mark the 20th anniversary of Technology Tools for Today (T3) and the upcoming financial advisor technology conference from January 22 to 25 in Las Vegas, Joel asked some of the leading minds in wealthtech to share their vision for the next two decades:
- Kendrick Wakeman, Co-Founder and CEO of WealthTech Strategy Partners
- Craig Iskowitz, Founder and CEO of Ezra Group
- Tim Welsh, President of @Nexus Strategy
How has technology improved the way financial services firms have been able to serve advisors and their clients over the years? How do they see this continuing to unfold through the next two decades?
Read their answers in the Wealth Solutions Report roundtable article focused on forecasting the next two decades of wealthtech.